OUR SERVICES
How much more money could you make if you knew your numbers, felt less stressed, and had more TIME? This is what we do for our Clients.
Our Services
Includes (prior to Add-Ons):
a. Custom REI COA with the option to modify as applicable
i. Creation of Partner Equity Accounts
ii. Creation of Private Lender Accounts
b. Customized Settings
c. Entities (if multiple in 1 QBO subscription)
d. Tenants (if tracking tenants in QBO)
e. Recurring Customers
f. Recurring Vendors
Includes the following for the financial period of the Clean-Up
(prior to Add-Ons):
a. Opening Balances
i. Bank accounts
ii. Credit Card accounts
iii. Lines of Credit
iv. Loans (Conventional, Hard, Private, Commercial, etc)
v. Up to 10 Flip Projects (purchase, rehab, holding, loan,
etc)
vi. Up to 10 Rental Properties (tax basis, CapEx)
vii. Up to 10 Non-RE Fixed Assets
viii. Security Deposits
b. Categorization
c. Export of transactions that need clarification
d. Reconciliation
e. Quality control
f. Financial statements uploaded to Client portal
g. Unlimited communication with Clean Up Specialist regarding
bookkeeping
Includes (prior to Add-Ons):
a. Weekly categorization
b. Export of transactions that need clarification twice per month
c. Monthly reconciliation
d. Monthly quality control
e. Monthly financial statements uploaded to Client portal
f. Unlimited communication with Ongoing Support Specialist
regarding bookkeeping
Includes (prior to Add-Ons):
a. Monthly categorization
b. Export of transactions that need clarification once per month
c. Quarterly reconciliation
d. Quarterly quality control
e. Quarterly financial statements uploaded to Client portal
f. Unlimited communication with Ongoing Support Specialist
regarding bookkeeping
a. Busy Business Owner’s Guide to Finding More Time in Your
Day…that’ll free up a few hours of your time per week
amounting to thousands of dollars saved each month. ($1,000
value)
b. Quick & Easy Document Finding Guide…that’ll make your documentation and information search a breeze and put some much-needed time and energy back into your pockets. ($500 value)
c. Talk Shop Call with Max…that’ll leave you feeling cared about and taken care of each month/quarter. ($500 value)
*Change to your Terms: Once we are working together for a little while, either of us (most likely both of us) may identify "extra" needs that your business has that are outside of the scope of work we both originally agreed to. This is perfectly fine! I will present you another plan that includes the "extra" needs to be met and we will both agree on how to move forward to do what is best for you and your business. We are a team. I have your back.
How To Get Started
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Consultation, which allows us to finalize your pricing & further qualify each other. This leads us to a...
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Presentation of the specific plan to alleviate your financial pain points in your business. If you decide you want to move forward with my plan, this results in a…
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Celebration of our new Partnership!
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All other services that are not Bookkeeping Set-Up / Clean-Up or Ongoing Bookkeeping Support are billed separately at individual fixed rates or hourly rates.
Are We a Good Fit?
Are you a Real Estate Investor or Skilled Trades Business Owner?
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Do you currently use or are you willing to switch to QuickBooks Online for all of your bookkeeping and accounting needs?
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Are you able to collaborate with us on a weekly/monthly basis to help us categorize your transactions that need more clarity?
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Do you want to have more financial structure for your business?
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Are you open to learning and adopting new systems to streamline your business's processes?
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Do you value other people’s time?
Do you do what you say you are going to do when you say you are going to do it?
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Are you 100% positive you are willing to pay for the value a Bookkeeping Professional will bring to your business?
If you answered yes to most of these questions we will probably make a great fit for each other!